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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,975 | $118,919+2.6% | $88,538+37.8% | $152,897-20.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 61.97% | 47.92%+14.0pp | 43.64%+18.3pp | 345.43%-283.5pp |
| Employer contribution / active EE | $200 | $2,669-92.5% | $2,098-90.5% | $4,764-95.8% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,599-100.0% |